Tax Senior Manager

Job overview

The Tax Senior Manager role is remote; the listing identifies San Diego, CA. Compensation is $140,000–$210,000 per year, with a bonus structure to be discussed. The role will establish an in-house tax capability for a wealth management firm serving individuals, retirees, and business owners. As the founding tax professional, the manager prepares and reviews returns, advises clients and financial advisers on tax planning, and builds the practice’s processes and client experience. The work contributes to an integrated wealth management offering for the firm’s existing clients.

What you'll do

• Prepare and review individual, business, and trust tax returns
• collaborate with financial advisers on tax planning, Roth conversions, and tax-loss harvesting
• advise clients on concentrated positions, liquidity events, business ownership, and real estate
• serve as the firm’s primary tax resource
• build workflows and manage client relationships.

What we're looking for

Skills & competencies

tax senior manager

tax returns

tax planning

cpa

individual returns

business returns

trust returns

wealth management

remote

san diego ca

$140k–$210k/year

bonus structure

profit sharing potential

equity participation potential

Work arrangement

• Weekend coverage required

Benefits & perks

• Bonus structure to be discussed
• potential for profit sharing and equity participation as the tax practice matures.

Why this role

Founding tax professional role building a new tax practice; CPA required; remote work experience is sought.

About the employer

White Tiger Connections is hiring for this role. Industry: Unclassified (placeholder). Sector: 99.